Corporate Deals

Nvidia and SK Hynix signed a $500 billion memory supply deal, while Samsung and Broadcom struck a $200 billion MOU, part of a roughly $950 billion South Korea-US AI package. The US took an equity stake in GlobalFoundries as consolidation accelerates through the Skyworks-Qorvo merger and AI-driven chip design tools.

HSBC shares rose 35.2% in six months following acquisitions of Citigroup's China wealth arm and L&T Investment Management, paired with a Mistral AI partnership. Barclays gained 27.4% after acquiring Best Egg and GM's credit card portfolio. Itau Unibanco posted 42.6% gains following its ZUP IT technology acquisition.